Nicole Neely
Lukas Total Wealth · North Little Rock, Arkansas
Nicole Neely is a fee-only financial advisor at Lukas Total Wealth in North Little Rock, Arkansas. Lukas Total Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Lukas Total Wealth |
|---|---|
| Based in | North Little Rock, Arkansas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $100.1M across 381 accounts |
| SEC registration | Investment adviser representative in AR · CRD 6662733 |
| Exams passed | Series 63 (2017) · Series 65 (2026) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | 10minutelessononlifeinsurance.com |
How Nicole's firm compares
- Lukas Total Wealth's average account is about $263,000, from its Form ADV (assets managed divided by 381 accounts).
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Questions about Nicole
Is Nicole Neely a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicole holds no broker registration, and Lukas Total Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nicole charge for financial advice?
Nicole's firm, Lukas Total Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Nicole Neely based?
Nicole Neely is based in North Little Rock, Arkansas.
Is Nicole Neely registered with the SEC?
Yes. Nicole Neely is registered as an investment adviser representative in AR (CRD 6662733), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lukas Total Wealth manage?
Lukas Total Wealth reports $100.1M across 381 accounts in assets under management.
How do I contact Nicole Neely?
Through Nicole's website, 10minutelessononlifeinsurance.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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